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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,620 | $199,109-75.6% | $173,730-72.0% | $154,746-68.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 34.18% | 20.02%+14.2pp | 19.96%+14.2pp | 172.34%-138.2pp |
| Employer contribution / active EE | $1,337 | $5,311-74.8% | $4,577-70.8% | $4,379-69.5% |
| Participant deferral / active EE | $2,720 | $7,113-61.8% | $6,326-57.0% | $6,730-59.6% |
| Admin fee / account holder | $970 | $20,916-95.4% | $17,523-94.5% | $14,365-93.2% |